SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 984 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2022 | $257,989 | -74.6% | 7,660 | -73.9% | 0.10% | -77.6% |
Q3 2022 | $1,017,000 | +59.4% | 29,398 | +44.5% | 0.42% | +22.2% |
Q2 2022 | $638,000 | -30.1% | 20,348 | -18.2% | 0.35% | -15.2% |
Q1 2022 | $913,000 | +155.0% | 24,862 | +171.2% | 0.41% | +39.6% |
Q4 2021 | $358,000 | 0.0% | 9,168 | 0.0% | 0.29% | -6.1% |
Q3 2021 | $358,000 | +36.6% | 9,168 | +38.3% | 0.31% | +35.7% |
Q2 2021 | $262,000 | – | 6,630 | – | 0.23% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Global Strategic Investment Solutions, LLC | 20,823,531 | $585,766,000 | 28.11% |
Leverty Financial Group, LLC | 1,009,227 | $28,397,000 | 27.46% |
TimeScale Financial, Inc. | 2,762,498 | $77,709,000 | 22.56% |
ACT WEALTH MANAGEMENT, LLC | 749,045 | $21,071,000 | 15.06% |
Matrix Trust Co | 1,851,681 | $52,088,000 | 14.85% |
Paradigm, Strategies in Wealth Management, LLC | 539,981 | $15,190,000 | 13.85% |
FINANCIAL CONSULATE, INC | 1,153,813 | $32,457,000 | 13.69% |
Guardian Financial Partners, LLC | 398,750 | $11,217,000 | 13.00% |
Evergreen Advisors, LLC | 1,032,344 | $29,040,000 | 12.22% |
Riverpoint Wealth Management Holdings, LLC | 990,998 | $27,877,000 | 11.86% |